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Full-Time

Enterprise Account Executive

Posted on 7/19/2023

Fieldguide

Fieldguide

51-200 employees

AI-powered platform for audit and advisory

Fintech
AI & Machine Learning
Financial Services

Senior, Expert

San Francisco, CA, USA

Required Skills
Sales
Hubspot
Salesforce
Requirements
  • You live in the Northeast US
  • You are a team player, and you are mission-first. You're joining a hard-working team that trusts each other deeply. We won't compromise on this
  • Hands on Enterprise sales experience selling software/SaaS solutions and closing contracts to large organizations. 4-6 years of experience with potential to grow into a sales management role. You have experience delivering compelling business cases to C-suite executives and maintain the poise necessary to sign deals with them
  • Intrinsically motivated to exceed goals, with proven track record of exceeding sales and quotas. You don't get intimidated, but rather get excited by ambitious goals
  • Obsessed with closing deals and bringing new customers to Fieldguide and selling our vision. You are a closer, plain and simple
  • Undeniable executive presence with acute attention to what to say, and perhaps more importantly, how to say it. You have excellent speaking and presentation skills and a unique savviness for networking in complex business situations
  • Sales process and infrastructure experience, including excellent working knowledge of at least one leading CRM (Salesforce, Hubspot, etc)
  • Deep industry knowledge of assurance and advisory services,preferably with exposure to cybersecurity or regulatory standards
Responsibilities
  • Build trust with prospects. Build credibility and advise customer prospects through buying decisions and internal business cases. You must be able to anticipate and prepare for objections
  • Guide deals end-to-end. Run sales calls with presentations and product demos. Manage expectations/timeline with stakeholders. Sell on value and ROI as well as technical functionality
  • Source new business. Drive outbound efforts and execute on cross/up-selling existing opportunities. Partner closely with leadership to identify and source net new leads
  • Be a Fieldguide expert. Build expertise across the Fieldguide platform and keep a pulse on where the product roadmap is headed. Understand the industry we operate in, the factors spurring tech advancement, and our competitor landscape
  • Improve and iterate continuously. Partner with VP of Sales to iterate on sales motion, processes, infrastructure, and collateral. Gain understanding of service lines and personas and refine efficiency of our sales playbook
  • Make the perfect handoff. Work closely with the Customer Success & Onboarding team to ensure a smooth onboarding experience for all new customers

Fieldguide provides a platform that enhances the audit and advisory processes for businesses in the financial technology sector. Its main product, the AI Advisory & Audit Cloud, uses artificial intelligence to streamline tasks, saving time and improving client satisfaction. The platform is designed for large advisory and audit firms, supporting various regulatory frameworks like SOX and HIPAA, making it adaptable for different audit needs. Fieldguide differentiates itself from competitors by offering a subscription-based service that includes features like engagement management, workpaper management, automated request management, and collaborative report generation, all aimed at increasing efficiency and reducing communication overhead. The goal of Fieldguide is to help firms improve their operational effectiveness and profitability through advanced technology.

Company Stage

Series B

Total Funding

$50.2M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

30%

1 year growth

60%

2 year growth

127%
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Simplify's Take

What believers are saying

  • Fieldguide's recent $30M Series B funding will enable the company to expand its market reach and enhance its AI capabilities, positioning it for significant growth.
  • The launch of Fieldguide Insights and other advanced capabilities demonstrates the company's commitment to innovation and improving client relations.
  • Partnerships with major accounting associations like Allinial Global highlight Fieldguide's influence and potential for widespread adoption in the industry.

What critics are saying

  • The competitive landscape in the financial technology sector is intense, requiring Fieldguide to continuously innovate to maintain its edge.
  • Reliance on AI technology means that any shortcomings or failures in the AI system could significantly impact client trust and satisfaction.

What makes Fieldguide unique

  • Fieldguide leverages AI to streamline audit and advisory processes, offering a unique end-to-end platform that enhances efficiency and accuracy, unlike traditional methods.
  • The platform's ability to handle a wide range of regulatory frameworks, including SOX, HIPAA, and FFIEC, makes it versatile and highly adaptable for various audit and advisory engagements.
  • Fieldguide's subscription-based model ensures a steady revenue stream while providing continuous updates and improvements, setting it apart from competitors with less reliable revenue models.
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